Tips on project management, CRM, workflow, teamwork and task management on the Planfix Blog. Content from our experts and Planfix creators.
At first glance, setting up a custom sales funnel in Planfix might feel like putting together IKEA furniture without instructions. But don’t worry, we’ve got you covered! There are two…
Continue readingPlanfix Planner is like the Swiss Army knife of task management — it’s versatile, reliable, and easy to set up. With Planfix Planner, you can organize your workflows, structure tasks, and manage…
Continue readingRecently, we promised to explain how to set up report mailing with a traffic light system. This system allows tracking of whether team members are completing their tasks on time….
Continue readingGoodbye to the task case! And farewell to the task discussion, the task event, and the entire concept of a task-something. From now on, these will simply be known as…
Continue readingOne of the main goals of Planfix is to streamline routine tasks and operations. If something can be automated and simplified, it should be. This applies to planning, building customer…
Continue readingWe’ve completely revamped the project task creation form, and after a significant effort, we’re excited to present our results to you. Please join us as we explore the features of this new…
Continue readingOne of the primary goals of the Planfix corporate management system is to improve time and teamwork management. It allows you to use scripts and automation to save time on…
Continue readingIntegrating Planfix with Google Maps opens up a new realm of possibilities for managing tasks, contacts, and projects, making these processes even more convenient. You can do more than just…
Continue readingToday we’re going to talk about a powerful feature in Planfix for automating your business processes – dynamic blocks in task descriptions. This feature is available to all paid account holders. What…
Continue readingHow often have you wanted to visualize the entire process of working on a product? We’ve often felt that way too. We needed a tool that could graphically depict the…
Continue readingThe Planfix team is committed to offering convenient services to our customers, many of whom are entrepreneurs passionate about what they do. Given the importance of document management in their work, we have implemented integration with cloud office Microsoft 365 into Planfix. Why…
Continue readingSome features of Planfix have been improved based on requests and feedback from our users to the Support Service. This was the case with enhancing the email tracking feature. Let’s look…
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